• Receive and confirm new contracts and title orders.

• Open order in processing software. Include all contact information available for buyer, seller, lender, agents, etc.

• Send introductory emails to all parties.

• Provide buyer and seller information sheets to parties. Provide buyer and seller authorization forms to parties.

• Order Title Exam

• Request additional contact information (as needed) Request F511 forms (as needed)

• Provide earnest money instructions (as needed)

• Review contract for typos, errors, missing exhibits, and signatures, binding information – request corrections (as needed)

• Request lender title order (as needed)

• Confirm closing date and add file to attorney closing calendar.

• Confirm contingency deadlines and add to attorney closing calendar.

• Note any items needed at contract review: Commission Agreement, Home Warranty, Termite Letter, Etc. and send initial request for missing items.

• Obtain F511 from agents as needed.

• Obtain attorney signature and provide signed F511 to agents (as needed) Track and confirm receipt of earnest money (as needed)

• Obtain proof of earnest money (as needed)

• Track and obtain buyer and seller information sheets. Track and obtain buyer and seller authorization forms.

• Schedule and coordinate closings.

• Coordinate Mail Away Signings and POAs

• Obtain Buyer and Seller photo ID.

• Complete file audit and note missing items 7-10 days prior to closing.

​Request and obtain documents needed from parties for closing including:

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• ​Commission Agreement

• Home Warranty Termite Letter Septic Letter

• Seller Signing Authority (LLC, Trust, Etc.)

• Trust Documents, Operating Agreements, Divorce Documents, Marriage certificates.

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​Order and obtain title documents needed for closing including:​

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• ​HOA Letters

• Water Balances

• Loan Payoffs

• Lien Payoffs